Sample Our Reports, Presentations, & Market Insights
The Wall Street Journal Forecasting Survey: As Close to Unanimous as You’ll See Fully 93% (51 of 55) of all economists surveyed are looking for interest rates to be higher by the end of the year. This is far and away the most one-sided survey...
April 2002 Presentation Package (352K) Presentation package used for speech at Grant’s Spring Investment Conference in New York City, April 23, 2002.
U.S. Treasury’s International Capital Statistics Update Tables updated through January 31, 2002 with data released March 28, 2002. Comments on U.S. Treasury Notes and Bonds, U.S Government Agency Securities, U. S. Corporate Bonds, U.S. Equities...
The Economic Cycle – Why it Might be Shorter than You Think Audio Slowly but surely, economic numbers are being released which suggest the current recession has either ended or is coming to an end. Which indicators will be useful in determining...
Inflation Watch Update The favorable inflation numbers appear to be a function of falling energy prices. Take out energy prices and the inflation picture is not nearly as favorable.
Inflation Watch Update The attached tables update inflation rates through November 2001.
The Enron/Argentinean Crises Audio Now that Enron has filed for the largest corporate bankruptcy ever and the Argentina crisis is widening, how will the financial markets react?
November 2001 Presentation Package (357K) Presentation package used in a conference call.
Special Total Return Review Tables showing the performance of many different indices, commodities and currencies since September 11. Also highlighted is the performance of the stock market and how it is consistent with an impending economic recovery.
Does the “October Bottom” Theory Work? 2001 Update We examined the three most commonly followed stock market averages to see what each does after a decline of at least 10% from a September closing high to an October closing low. We show...
The Kobe Earthquake and The World Trade Center Attack (Will GDP Soar In the Coming Year?) Do not be surprised if real GDP defies forecasts of turning lower in the wake of this month’s events.
History Suggests Consumer Confidence Could Rise! The history of crisis shows that the public rallies around the President, his approval rating rises and so does consumer confidence.